29 episodes
SMSF Mate SMSF Mate
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- Business
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5.0 • 5 Ratings
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The SMSF Mate podcast is a friendly, down-to-earth, jargon-free space to get ideas and knowledge about Australian financial matters. Run by the mates behind smsfmate.com.au, this podcast is a round table discussion between business owners, accountants, financial advisors and fund managers who put their money where their mouth is and have gained a lot of actionable insights through managing their own investments and their client's financial affairs. We aim to share easy-to-understand financial info that could potentially impact your quality of life in retirement in a big way.
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EOFY Checklist for Self-managed Super Funds in 2024
Welcome to another episode of the SMSF Mate Podcast, where Gareth and Ashwin, our resident accountant, guide you through the essential End of Financial Year Checklist for Self-managed Super Funds (SMSFs). As tax time approaches, ensuring your SMSF is compliant can be a daunting task, but with our expert advice, you'll be well-equipped to navigate this critical period with confidence.
In this episode, Gareth and Ashwin dive into the key tips and strategies to keep your super fund in top shape, covering everything from documentation and record-keeping to understanding the latest compliance regulations. Whether you're a seasoned SMSF trustee or new to managing your own super, this comprehensive guide will help you stay on track and make the most of your retirement savings. Tune in to learn how to efficiently manage your SMSF and avoid common pitfalls during tax season.
Read more: https://www.smsfmate.com.au/
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SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.
We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.
Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.
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► Subscribe to our channel here:
https://www.youtube.com/@smsfmate?sub_confirmation=1
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Follow Us
LinkedIn: https://au.linkedin.com/company/smsfmate
Instagram: https://www.instagram.com/smsfmate/
Facebook: https://www.facebook.com/smsfmate
Website: https://www.smsfmate.com.au/
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General Advice Warning
We are required to warn you that:
a) any advice has been prepared without taking into account your objectives, financial situations or needs; and
b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and
c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Disclaimer
IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.
SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249. -
Navigating Aged Care Options & Eligibility in Australia
As the Australian population continues to age, the demand for aged care services has increased dramatically. For individuals who have a self-managed superannuation fund (SMSF), understanding the aged care options available and the eligibility requirements can be crucial.
Navigating the aged care system can be complex and overwhelming, especially when considering the financial implications for your SMSF. With various options such as home care, residential aged care, and retirement villages, it is essential to make informed decisions that align with your specific circumstances.
This episode of the SMSF Mate Podcast aims to guide SMSF trustees through the process of exploring aged care options and understanding the eligibility criteria. Bill Savellis from Olive Grove Financial Planning joins the podcast to explore the financial considerations, government support available, and the impact on your SMSF investments.
By understanding the various options and eligibility requirements, SMSF trustees can make informed decisions that provide the best possible care for themselves or their loved ones, whilst safeguarding the future of their SMSF.
Read more: https://www.smsfmate.com.au/
—
SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.
We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.
Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.
—
► Subscribe to our channel here:
https://www.youtube.com/@smsfmate?sub_confirmation=1
—
Follow Us
LinkedIn: https://au.linkedin.com/company/smsfmate
Instagram: https://www.instagram.com/smsfmate/
Facebook: https://www.facebook.com/smsfmate
Website: https://www.smsfmate.com.au/
—
General Advice Warning
We are required to warn you that:
a) any advice has been prepared without taking into account your objectives, financial situations or needs; and
b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and
c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Disclaimer
IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.
SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249. -
Can I buy crypto with my super in Australia?
Are you considering investing in cryptocurrency through your Self-Managed Superannuation Fund (SMSF)? If so, you're not alone. With the growing popularity of cryptocurrencies like Bitcoin and Ethereum, many people are looking to diversify their investments and explore this new arena.
However, before you jump in and start buying crypto assets for your SMSF, it's essential to understand the rules and regulations surrounding this type of investment. In our latest SMSF Mate podcast, we break down everything you need to know about holding crypto in your SMSF. From compliance requirements to tax implications, our experts provide valuable insights and practical tips to help you navigate this complex space.
Whether you're a seasoned SMSF investor or just getting started, this podcast will equip you with the knowledge and tools to make informed decisions when it comes to cryptocurrency in your SMSF. So, tune in and stay ahead of the game in the world of crypto investments within your self-managed super fund.
Read more: https://www.smsfmate.com.au/etfs-physical-gold/
—
SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.
We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.
Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.
—
► Subscribe to our channel here:
https://www.youtube.com/@smsfmate?sub_confirmation=1
—
Follow Us
LinkedIn: https://au.linkedin.com/company/smsfmate
Instagram: https://www.instagram.com/smsfmate/
Facebook: https://www.facebook.com/smsfmate
Website: https://www.smsfmate.com.au/
—
General Advice Warning
We are required to warn you that:
a) any advice has been prepared without taking into account your objectives, financial situations or needs; and
b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and
c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Disclaimer
IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.
SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249. -
Want to Hold Gold in an SMSF? Listen to this Q&A.
In uncertain times, many investors are looking for alternative ways to secure their wealth, and one avenue that has gained popularity is owning gold in a self-managed superannuation fund (SMSF). With the value of traditional assets fluctuating, gold is considered by many to be a safe haven asset. If you're considering diversifying your SMSF portfolio and adding gold bullion to it, have a listen to this week's SMSF Mate Podcast with Rob Joseph from My SMSF Property.
There are two primary options for owning gold in an SMSF: physical bullion or an exchange-traded fund (ETF). Physical bullion allows you to hold actual gold bars or coins, providing you with a tangible asset that can be stored securely. On the other hand, an ETF provides exposure to gold without the need for physical possession. It is a more convenient option, especially for those who prefer a hands-off approach to investing.
When adding gold to your SMSF, it is important to consider your investment strategy and the potential risks involved. Gold can act as a hedge against inflation and currency fluctuations, but it does come with its own set of risks. So, before diving into the world of gold investments, it is advised to seek professional advice and thoroughly research the market. In uncertain times, owning gold in an SMSF can provide stability and security to your retirement savings.
Read more: https://www.smsfmate.com.au/etfs-physical-gold/
—
SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.
We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.
Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.
—
► Subscribe to our channel here:
https://www.youtube.com/@smsfmate?sub_confirmation=1
—
Follow Us
LinkedIn: https://au.linkedin.com/company/smsfmate
Instagram: https://www.instagram.com/smsfmate/
Facebook: https://www.facebook.com/smsfmate
Website: https://www.smsfmate.com.au/
—
General Advice Warning
We are required to warn you that:
a) any advice has been prepared without taking into account your objectives, financial situations or needs; and
b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and
c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Disclaimer
IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.
SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249. -
End of financial year checklist for SMSFs
As the end of the financial year approaches, it's time for self-managed super fund (SMSF) trustees to start preparing to ensure everything runs smoothly. This can be an overwhelming task, but it's essential for ensuring that the SMSF stays compliant to maximise its returns. With 2022/23 being a particularly turbulent year, trustees need to ensure that they have their finances in order. This means completing the administrative tasks, reviewing investments, and planning for the future.
In this podcast, we'll outline some of the critical items that should be on an SMSF's end-of-year checklist. We'll look at the rules and regulations that must be followed, tax obligations, and strategies for maximising returns or minimising losses.
Tune in to learn more - and don't forget to check out smsfmate.com.au for more resources and information.
—
SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.
We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.
Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.
—
► Subscribe to our channel here:
https://www.youtube.com/@smsfmate?sub_confirmation=1
—
Follow Us
LinkedIn: https://au.linkedin.com/company/smsfmate
Instagram: https://www.instagram.com/smsfmate/
Facebook: https://www.facebook.com/smsfmate
Website: https://www.smsfmate.com.au/
—
General Advice Warning
We are required to warn you that:
a) any advice has been prepared without taking into account your objectives, financial situations or needs; and
b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and
c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Disclaimer
IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.
SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249. -
What is sustainable investing? Q&A with an ESG expert
Sustainable investing, also known as ESG investing (environmental, social and governance), is an investment style that focuses on companies that adhere to specific values related to environmental protection, social justice, and corporate responsibility. It is a way of aligning your financial investments with your core beliefs and values.
This week on the SMSF Mate Podcast, we talk to Mark Andrich from sustainableplatform.com, who provides an overview of sustainable investing and ESG investing, including the differences between the two and how they can be leveraged to make an impact in today's world. We'll also provide practical considerations on how his clients are investing sustainably, as well as share stories from people who have made sustainable investments.
Tune in to learn more - and don't forget to check out smsfmate.com.au for more resources and information.
—
SMSF Mate was created by four mates sick of the BS surrounding superannuation.
We simply wanted honest advice and better returns, so we learnt how to do it ourselves.
SMSF Mates is a cumulation of a group of mates coming together over beers and discussing their SMSF stories. We realised the information that underpinned our stories were not out there on a website to help people on their SMSF journey.
We wanted to create a site that would allow mates to gather information and allow them to have meaningful discussions with other mates, whether they be advisers, friends, or family. We want our fellow Aussies to be more active in their SMSFs.
Our hope is that SMSF mate becomes a trusted source of general information for present and future SMSF mates to be better informed and have a more meaningful SMSF journey.
—
► Subscribe to our channel here:
https://www.youtube.com/@smsfmate?sub_confirmation=1
—
Follow Us
LinkedIn: https://au.linkedin.com/company/smsfmate
Instagram: https://www.instagram.com/smsfmate/
Facebook: https://www.facebook.com/smsfmate
Website: https://www.smsfmate.com.au/
—
General Advice Warning
We are required to warn you that:
a) any advice has been prepared without taking into account your objectives, financial situations or needs; and
b) because of that, you should before acting on the advice, consider the appropriateness of the advice having regard to your own objectives, financial services and needs; and
c) where the advice relates to the acquisition, or possible acquisition, of a particular financial product you should obtain a product disclosure statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.
Disclaimer
IMPORTANT: All content shown on the site is provided in good faith and derived from information believed to be accurate at the time of publication.
SMSF Mate Australia Pty Ltd, Corporate Authorised Representative of Private Wealth Advisory Pty Ltd AFSL 478249.
Customer Reviews
50 ish and transition to retirement
Good topics recently.
I would like you to discuss more about how my accountant might guide, realign the strategy.
Borrowing within SMSF for residential and commercial.
Shares vs Vanguard
Dividend shares yes or no.
Is $3.2M for a couple a goal or is that OTT for $150K p/a for a couple with a paid off house.
Thanks, Mark.
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